Money on the move

The Money tab answers one question — who owes you what — and gives you the two actions that change the answer: send the pay link, and invoice the finished work that hasn't been billed yet.

The outstanding headline

The number at the top is everything outstanding, split Overdue / Open / Paid. Underneath: search, filter chips (All / Overdue / Open / Paid / Draft), and a timeframe picker from all-time down to a custom range — so "what's overdue from last month" is two taps.

Like Jobs, there are three views: list, kanban and calendar. The calendar has one write of its own — drag a draft to a different day to change its due date.

Drag a draft to Open — the pay link goes out

On the kanban, dragging an invoice from Draft to Open sends it for real — same as pressing send. The customer gets the Stripe pay link and the app confirms "Invoice sent".

Why you can't drag anything to Paid

Try it and the app refuses: "Invoices are marked paid automatically when the customer pays." That's not a missing feature — it's the honesty rule. Paid means Stripe took the money, so the Paid column is always true: no optimistic marking, no "I'm sure the cheque's coming", no invoice showing paid that isn't. When a customer pays the link, the invoice moves itself.

New invoice — from finished work, not a blank form

The New invoice button opens Invoice a completed job — a sheet listing your real completed-but-unbilled jobs (the same ones the Jobs tab flags under "Done · invoice them"). Pick one and you're in the same invoice editor the crew use on site: the drafted lines, VAT, and the bill-or-waive decision on any overrun. Save keeps the draft (saving twice never duplicates it); Send pay link is the deliberate outward step.

Lines and the overage decision are covered in Getting paid on site; the timer that feeds them is in Time tracking & field invoicing.

The invoice screen

One invoice: the total due, the progress timeline, and the pay-link button fixed at the bottom.

Open any invoice for the full picture:

• Details / Preview tabs — the figures, or the rendered document the customer sees.
• The Total due card — Services, any Extended work, and VAT at 20%, so the make-up of the number is never a mystery.
• The progress timeline — Created → Sent → Viewed → Paid, with real timestamps. "Viewed, not paid" is your cue to chase.
• The fixed bar at the bottom — Send pay link (or Resend pay link once it's out). It texts and emails the Stripe link.
• "•••" — Share PDF (a real PDF, straight into the share sheet) and Edit invoice on drafts.

Take payment now opens the Tap to Pay screen — honestly on its way. The app will never simulate a card payment; until Tap to Pay ships, Send a pay link instead is the real path, and it's right there on the screen.

Related

• The owner app — the tour of the whole app.
• Jobs & the live map — where "Done · invoice them" comes from.
• Ask Sarah & escalations — chase unpaid invoices and hear the week's numbers by voice.
• Getting paid on site — the same editor, from the crew's side of the drive.
• Time tracking & field invoicing — how time on the job becomes lines on the invoice.
• Billing & credits — your own subscription and usage, on the web.